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Versai Free Class 4: Finance & Attendance Reports (4/25/2024)

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Differentiate between available name fields on reports, exports, letters

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Free Class 7: Overview of Finance Reports & Gift Shop Inventory Reports (7/13/2023)

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Free Class 4: Overview of Admissions Report (4/20/2023)

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General Ledger Account setup

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Query names of all Campaigns and Promotions

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Gift Listing report: definitions and uses of Gift Types, especially the 4 for Pledges

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Run cumulative giving letters, such as end-of-year donation summaries (i.e. tax deductible letters)

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Query members on a certain date

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Query Inventory with duplicate names

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Write off (account for) damages/losses and in-house/inter-departmental requisitions of inventory

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Tax report: how it works and why

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Tax report: sometimes off by a few pennies

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Perform physical inventory counts

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Item Value & Quantity report: inventory list as of month-end and year-end

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Troubleshoot report discrepancies

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Attendance by Region report: include Walkup Survey zip codes

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What does the”BETA” label mean?

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Did you know there are free Training Videos?

Versai has over 50 training videos, covering a large array of topics, which are available free on the Versai Software YouTube Channel. We periodically add more, so make sure to subscribe to our channel. Not sure which videos to watch? We have a guide with suggestions based […]

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